By working with our clients’ compliance, business and people development needs we have found a focus on firm strategies, behaviours, structures and the client experience are crucial to compliant and sustainable success. We have therefore built a #RegTech digital compliance and business development platform Model Office (MO) to benchmark professional practice, highlight any gaps plus offer guidance on improvement strategies and structured CPD accredited Professional Skills Development Programmes to ensure financial service firms now operate on-going professional practice:
MO’s RegTech platform can save your firm time, money and support your regulatory reputation by benchmarking your on-going professional development against the FCA and other regulatory rules plus providing guidance on improving scores. Click on MO’s logo to find out more.
Engage Insight’s Professional Skills Development Programme
As Daniel Pink wrote in his book To Sell Is Human: “To sell well is to convince someone else to part with resources—not to deprive that person, but to leave him better off in the end.”
This, in essence, is what we need to do to ensure that we offer maximum value to our clients and build a sustainable professional practice. If they part with hard-earned cash and invest time in doing so and do not feel value has been exchanged, there is usually only one outcome…
Our CPD accredited programme provides delegates with interpersonal soft and sales skills that are 
required for firms to remain compliant, client-centred and professionally sustainable. Key areas of focus:
The Senior Management Certification Regime
- Leadership, Culture and Conduct
- Building high performing teams
Trust and Client Engagement
- Engaging needs
- Discovering goals and objectives
- Suitable advice, guidance and closing
- Reviewing and referrals
Practice Management
- Time management
- The art of delegation
- Staff recruitment and development
We provide a template spreadsheet, which allows you to keep track of your progress, which (if used) means that you will gain valuable practice with your clients, trying out the different techniques and assessing what works, what doesn’t and what can be improved.
To find out what our client’s think click here. If you’d like to find out more about the way we work drop us a line here.
